Disclaimer

Documents for download

We have provided some documents here which may be useful for you to download and read/print at your leisure. Just click on the title of the chosen document from the left-hand column.

The FSA requires that certain information be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood. Please click on Client Agreement to see our standard agreement.

Please download and read any of the following documents which are provided in Adobe Acrobat format.

PDF

About Direction Financial Planning

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The Direction approach to investment

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Keyfacts about our insurance services

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Standard client agreement

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Transact Investor Brochure

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IFP Code of Ethics

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Direction Newsletter November 2010

Direction Newsletter November 2010

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Direction Newsletter December 2009

Word

Life Circle

Working out what you want

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Modern Portfolio Theory

A brief summary of Modern Portfolio Theory.

Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below:

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Direction Financial Planning LLP is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 230545